Financial Advisor Jeevan Dhara Microcare Foundation

3.0 - 7.0 years

0 Lacs

bihar

On-site

As a Financial Advisor at our company, you will be responsible for providing expert financial guidance to clients to help them achieve their financial goals. Your role will involve conducting comprehensive financial assessments, developing personalized financial plans, and staying updated on market trends and regulatory changes. Building strong relationships with clients through effective communication and educating them on financial products will be a key part of your job. You should have proven experience in financial planning or a related field, along with a strong understanding of investment products, retirement planning, tax optimization, and estate planning strategies. Excellent interpersonal skills, analytical abilities, and attention to detail are essential for assessing complex financial situations. Relevant qualifications or certifications in finance or investment management will be advantageous, and a commitment to ongoing professional development is expected. If you are passionate about helping individuals secure their financial future and possess the necessary skills and qualifications, we encourage you to apply for this rewarding opportunity. This is a full-time, permanent position that requires working in person.,

Posted 1 day ago

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Wealth Manager Portfolio Specialist Opicle

0.0 - 3.0 years

0 Lacs

pune, maharashtra

On-site

You are an experienced and client-focused Wealth Manager with a strong background in portfolio management. As a Wealth Manager, your primary responsibility will be managing customers" portfolios, creating tailored investment strategies, and ensuring portfolio performance aligns with customer objectives and risk profiles. Your key responsibilities will include serving as the primary relationship manager for assigned customers, providing holistic wealth management advice, developing customized investment portfolios aligned with each customer's financial goals, risk tolerance, and time horizon, conducting portfolio reviews and rebalancing based on market trends, performance, and changing customer needs. You will also collaborate with research teams and investment analysts to identify and implement asset allocation strategies, maintain knowledge of financial markets, economic trends, and investment products, advise customers on wealth services such as estate planning, tax optimization, and retirement planning, ensure regulatory compliance, and prepare detailed portfolio reports and investment proposals. To qualify for this role, you should have a Bachelor's degree in B.com/Finance, along with a minimum of 6 months to 2 years of experience in wealth management or private banking, demonstrating proven portfolio management skills. Relevant certifications such as NISM series and Stock markets are preferred. You should possess strong analytical, interpersonal, and communication skills, proficiency with portfolio management tools, financial planning software, and CRM platforms, and the ability to manage the complex financial needs of customers. Additionally, you should have a deep understanding of investment strategies and asset classes (equities, fixed income, alternatives, etc.), strong client relationship management and consultative selling skills, attention to detail with strong ethical standards and discretion, and be proactive, self-motivated, and results-oriented. This position requires immediate joiners only from Pune location. If you meet the qualifications and are interested in this opportunity, please drop your CV at shivangi08052025@gmail.com.,

Posted 1 week ago

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SAP FICO, Global Taxation Consultant Hucon Solutions India Private Limited

8.0 - 15.0 years

2 - 4 Lacs

Gurgaon / Gurugram, Haryana, India

On-site

Description We are seeking a highly skilled SAP FICO, Global Taxation Consultant with 8-15 years of experience to join our dynamic team. The ideal candidate will have extensive experience in implementing and supporting SAP FICO solutions, with a strong focus on global taxation compliance. This role requires a deep understanding of financial accounting processes, local and international tax regulations, and the ability to communicate effectively with various stakeholders to ensure that our financial systems are optimized and compliant. Responsibilities Collaborate with cross-functional teams to implement and support SAP FICO and Global Taxation solutions. Analyze business requirements and translate them into technical specifications for SAP FICO modules. Configure SAP FICO settings to optimize financial accounting and controlling processes. Ensure compliance with local and global tax regulations, providing expert guidance on tax implications. Conduct regular audits and assessments of financial data to ensure accuracy and compliance. Provide training and support to end-users on SAP FICO and Global Taxation functionalities. Develop and maintain documentation related to system configurations, processes, and training materials. Stay updated with the latest tax regulations and SAP updates to ensure best practices are followed. Skills and Qualifications Bachelor's degree in Finance, Accounting, Business Administration, or related field. Minimum 8-15 years of experience in SAP FICO with a focus on Global Taxation. Proven expertise in SAP FICO configuration and implementation. Strong knowledge of Indian taxation laws (GST, Income Tax, etc.) and international tax regulations. Experience in data migration and system integration within SAP environments. Excellent analytical and problem-solving skills with attention to detail. Strong communication and interpersonal skills to collaborate effectively with stakeholders. SAP certification in FICO or related fields is preferred. Ability to manage multiple projects and deadlines in a fast-paced environment.

Posted 1 month ago

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